Position in CVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,893,009
+$2,802,387 QoQ
Shares Held
17,453
+3884.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,520
of 4,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026IFG Advisory, LLC holds $18,486,124 across 12 Oil & Gas Integrated names. CVX ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
77,745 | $10,629,296 | |
| 2 | IMO |
Imperial Oil Ltd
|
30,411 | $3,406,640 | |
| 3 | CVX |
Chevron Corp
This page
|
17,453 | $2,893,009 | |
| 4 | BP |
Bp PLC
|
33,438 | $1,235,534 | |
| 5 | SHEL |
Shell plc
|
2,657 | $206,023 | |
| 6 | TTE |
TotalEnergies SE
|
607 | $47,200 | |
| 7 | SU |
Suncor Energy Inc
|
501 | $26,893 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
1,659 | $26,809 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,893,009 | 17,453 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $90,622 | 438 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,558,201 | 16,785 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,466,626 | 15,884 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,978,456 | 13,817 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,082,425 | 12,448 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,782,401 | 12,306 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,901,402 | 12,911 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,965,417 | 12,565 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,920,799 | 12,177 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,807,073 | 12,115 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,984,488 | 11,769 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,868,688 | 11,876 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,877,645 | 11,508 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,046,724 | 11,403 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,668,296 | 11,612 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,870,702 | 12,921 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,139,749 | 13,141 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,914,799 | 16,317 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,805,302 | 17,795 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,869,190 | 17,846 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,869,453 | 17,840 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,456,593 | 17,248 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,300,032 | 18,056 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,675,114 | 18,773 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,158,997 | 15,995 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||